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At PBI, our most valuable asset is our people.

Our Culture

At Portfolio BI, we strive to create the best solutions for our clients. To ensure we develop the most effective and creative solutions, PBI is focused on maintaining a diverse and inclusive environment. We believe that a multitude of perspectives will enrich our discussions and allow us to serve a wide variety of clients. 

We believe diversity drives innovation.

Through creativity and hard work, our team has created a breakthrough in investment technology, and allowed us to provide a data-driven platform that provides increased transparency and actionable insights to our clients.

At Portfolio BI, we encourage everyone to stay curious, work hard, and challenge the status quo.


How We Take Care of Our Team

We offer our employees competitive compensation, rewarding work, generous benefits packages, and an incredible team of smart and driven individuals to work with.

Competitive Salary

Your financial goals are important to us. Our competitive salaries help our employees to achieve those goals.

Office Lunch & Socials

We believe that bringing people together to celebrate and socialize is a fantastic way to inspire one another and maintain a strong, connected community.

Retirement Plans

We help our team secure their financial future through different retirement plan offerings. Additionally, benefit from our employer match contributions.


We'll take care of you & your family with medical, dental, vision plans, life insurance and many more benefits that allow us - and you - to continue to be amazing.

Time off

We work hard and travel well. Our employees enjoy generous PTO and vacation perks, allowing them to recharge, spend time with friends and family, and take well-deserved breaks.

Professional Development

As we grow, we're dedicated to developing our team by providing a variety of opportunities to expand knowledge, build skills, and take charge of your career.

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Hear from our Employees

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